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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
25972 Muirlands Blvd, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, San Diego | San Diego | CA | 07/2015 | 05/2018 |
| Sagepoint Financial, Inc. | La Jolla | CA | 06/2017 | 08/2017 |
| Unemployed | Tustin | CA | 05/2018 | 10/2018 |
| Axa Advisors, Llc | New York | NY | 10/2018 | 03/2019 |
| U.S. Bancorp Investments, Inc. | Mission Viejo | CA | 04/2019 | 02/2026 |
| U.S. Bank | Mission Viejo | CA | 04/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Mission Viejo | CA | 02/2026 | Present |
Freelance Software Engineering; Non-Investment Related; Tustin CA; Software engineering; Software engineer; 12/01/2023; 30 hours/month; 0/Trading hours; Writing code for business needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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